Latest imported 13F data
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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but Clear Sky Advisers, LLC's latest available filing here is Q4 2023.

Clear Sky Advisers, LLC

โ€ขCIK: 1887492โ€ขFiling: Q4 2023

**Clear Sky Advisers, LLC** manages $214M across a portfolio of 54 positions, demonstrating concentrated conviction in select growth and technology names. The fund maintains significant exposure to key holdings, notably allocating $11.0M each to RSG and WM. Further notable positions include $6.8M in ACA and $6.6M in KEX, underpinning a strategic focus on high-conviction, sector-specific opportunities.

Total AUM
$213.8M
QoQ Performance
N/A
Positions
54
Top 10 Concentration
33.3%
Latest Filing
Q4 2023

Top Holdings Allocation

RSG
WM
RSG5.2%
WM5.1%
ACA3.2%
KEX3.1%
AKX3.1%
FLEX2.9%
CRC2.9%
GE2.8%

๐Ÿ“ˆ Biggest Buys

RSG
REPUBLIC SERVICES INC
NEW
5.2% of portfolio
WM
WASTE MANAGEMENT INC
NEW
5.1% of portfolio
ACA
ARCOSA INC
NEW
3.2% of portfolio
KEX
KIRBY CORP
NEW
3.1% of portfolio
AKX
ANSYS INC
NEW
3.1% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other90.0%
Technology4.7%
Industrial2.8%
Materials2.5%

Changes from Q3 2023

NEW54 new positions

Historical Filings

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022